• 2025-02
    21

    On February 21st, Polish Prime Minister Tusk issued a three-point statement regarding the Ukraine crisis and the strengthening of EU security: firstly, providing funds from frozen Russian assets to assist Ukraine. The second is to strengthen air policing, the Baltic Sea Sentinel operation, and border security between the European Union and Russia. The third is to quickly adopt new fiscal rules to provide funding for the security and defense of the European Union.

  • On February 21st, the team led by Yu Jintai from Huashan Hospital affiliated with Fudan University recently made significant scientific breakthroughs through 5 years of clinical and basic research, and discovered a new therapeutic target FAM171A2 for Parkinson’s disease for the first time in the world. The newly discovered therapeutic targets and candidate new drugs in this study have the potential to intervene in Parkinson’s disease in its early stages and delay disease progression. The relevant research results were published online on February 21st Beijing time in the international academic journal Science.

  • On February 21, the winning yield of the US Treasury Department’s newly issued US $9 billion 30-year inflation protected treasury bond (TIPS) was 2.403%, the highest level of bonds in the same period since 2001, and less than 1 basis point from the pre issuance trading level at the bid closing at 1 p.m. EDT.

  • On February 21st, French President Macron answered questions from netizens about the situation in Ukraine on social media. Macron stated that negotiations between the United States and Russia regarding the conflict in Ukraine are related to France’s security and interests. Macron said that Ukraine has put up great resistance, but the situation is worrying because the United States and Russia are discussing a possible ceasefire agreement without consulting with the Ukrainian military. Hope for peace to come, but not a ceasefire based on Ukraine’s compromise. In addition, Macron also said, “We are entering a new era, and the risks are there.” Macron also stated that France has a powerful military, which is the most efficient in Europe, and must strengthen its defense and security. He also stated that at 20:00 local time on that day, he will have a phone call with Ukrainian President Zelensky.

  • On February 21st, Ukrainian President Zelensky revealed on social media that he had a meeting with Keith Kellogg, the US government’s special envoy for Ukraine and Russia. Zelensky said that the atmosphere of the meeting was harmonious, and both sides had in-depth discussions on many details. In addition, both sides discussed issues such as the battlefield situation, the return of prisoners of war, and security guarantees. In terms of cooperation with the United States, Zelensky emphasized, “Ukraine is ready to reach a strong and truly useful agreement with the President of the United States on investment and security issues. We have proposed the fastest and most constructive way to achieve this goal. The team is ready to work around the clock

  • 2025-02
    20

    On February 20th, Guotai Junan Research pointed out that xAI’s release of Grok3 and the launch of SuperGrok subscription service mark a new stage of deep integration between AI and social platforms. Cloud service providers and data center operators will directly benefit from the continuously growing demand for computing power. AI solution providers with both vertical domain advantages and data barriers will have significant opportunities. In addition, the integration of social platforms and AI services will also promote the innovation of payment models on the ToC end.

  • ① 08:30 Australian January seasonally adjusted unemployment rate; ② 09:00 China January Swift RMB’s share in global payments, one-year loan market quoted interest rates in China until February 20th; ③ 10: 00 State Council Policy Regular Briefing; ④ 15: Germany’s January PPI rate and Switzerland’s January trade account; ⑤ 19: 00 UK CBI industrial order difference in February; ⑥ 21:30 Initial jobless claims for the week ending February 15th in the United States, Philadelphia Fed Manufacturing Index for February; ⑦ 22:35 Federal Reserve’s Gulsby delivers speech; ⑧ 23:00 Eurozone February Consumer Confidence Index Initial Value, US January Conference Board Leading Indicator Monthly Rate; ⑨ 23:30 US EIA natural gas inventory for the week ending February 14th; ⑩ The next day at 01:00, EIA crude oil inventory and EIA strategic petroleum reserve inventory for the week of February 14th in the United States; ⑪ The next day at 01:05, Federal Reserve’s Musa Lem delivered a speech at the New York Economic Club.

  • On the evening of February 20th, the current German Chancellor and Social Democratic Party candidate for Chancellor, Scholz, held his last televised debate before the German Federal Parliament elections with the chairman of the largest opposition party, the Christian Democratic Union (CDU), and the Alliance Party candidate for Chancellor, Merz. The two sides engaged in a direct confrontation on issues that voters are most concerned about, such as immigration policies and economic development.

  • On February 20th, US President Trump stated that efforts are being made to immediately balance the budget. I hope to achieve budget balance, but I don’t want to make a commitment now. Trump said that it is considered to distribute 20% of the funds saved by the Department of Government Efficiency (DOGE) to Americans, and may also use 20% of the funds saved by DOGE to repay debts.

  • On February 20th, recently, Baoshan Capital Point72、 Foreign institutions such as Allianz Investment and Abu Dhabi Investment Authority frequently conduct research on A-share listed companies. Data shows that since February, foreign institutions have conducted research on over 60 A-share listed companies. From the perspective of industry popularity, foreign institutions have conducted research on companies in the electronic equipment and instruments, integrated circuits, and application software industries, with 5 companies from each of the three major industries being surveyed; From the perspective of individual companies, Lanqi Technology, Obi Zhongguang, SITWEI, Hongruan Technology, Weijie Chuangxin, Nanwang Energy Storage, and others are more favored by foreign institutions and have received over 10 foreign institutions for research. The journalist found that the favor of foreign institutions towards these three major industry companies is not accidental, but rather focuses on the current development of China’s AI big models, robots, and AI application industry chain. (Shanghai Stock News)